McKeithen v. Hogan

485 So. 2d 122, 1986 La. App. LEXIS 6241
CourtLouisiana Court of Appeal
DecidedFebruary 26, 1986
DocketNo. 17563-CA
StatusPublished

This text of 485 So. 2d 122 (McKeithen v. Hogan) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McKeithen v. Hogan, 485 So. 2d 122, 1986 La. App. LEXIS 6241 (La. Ct. App. 1986).

Opinion

JASPER E. JONES, Judge.

This is an appeal of a summary judgment dismissing with prejudice a suit to annul a judgment of possession in the succession of Barton W. Stone allegedly obtained by fraud or ill practices. The plaintiffs-appellants are Evelyn Shipp McKeithen, James E. McKeithen, Mary Deete McKeithen and Mary Jane McKeithen Meredith, heirs of the conditional universal legatee, the late Dr. Arthur Eglin McKeithen. The defendants-appellees are Grover R. Hogan and Aston L. Hogan, nephews of the testator, the late Barton W. Stone.

FACTS

On April 8, 1978, Barton W. Stone executed a last will and testament in which he bequeathed to Arthur Eglin McKeithen all of his interest in a certain promissory note. The remainder of his property was disposed of as follows:

“I will, bequeath and leave all of the remainder of my property, whether real [123]*123or personal, unto my wife, INEZ S. STONE, there being no forced heirs.
In the event that my wife, INEZ S. STONE, should predecease me, I will, bequeath and leave all of my property, whether real or personal, to ARTHUR EGLIN McKEITHEN, husband of Evelyn Shipp, a resident of Jackson Parish, Louisiana.
I appoint ARTHUR EGLIN McKEITHEN as Executor of my Last Will and Testament, with full seizin and without the necessity of posting bond.”

Barton W. Stone died on July 12, 1984, having been predeceased by Arthur Eglin McKeithen on December 10, 1982, and by Inez S. Stone on February 11, 1984. The defendants, as the only heirs of the testator, opened the succession and probated the will. To their petition for partial possession the defendants attached an affidavit asserting they were the sole heirs of the deceased. A judgment of possession was rendered on March 18,1985 recognizing the defendants as the sole legal heirs of the estate of Barton W. Stone.

On March 20, 1985, the plaintiffs filed a petition seeking to have the judgment of partial possession annulled. They also filed a notice of lis pendens regarding certain property described in the judgment of possession. The petition alleged the judgment was obtained through fraud or ill practice as the defendants knew when they filed the petition for possession that the decedent’s will made the plaintiffs the sole legal heirs.

The defendants filed a motion for summary judgment attaching to it a certified copy of Barton W. Stone’s will and affidavits establishing that he was predeceased by Dr. McKeithen. They also attached an affidavit of death and heirship establishing they were the legal heirs of Barton W. Stone. The plaintiffs presented two affidavits as evidence that the decedent intended to leave his estate to the heirs of Dr. McKeithen. Plaintiffs cited LSA-C.C. art. 16991 for the proposition the plaintiffs should inherit the estate because the testator intended that the family of Dr. McKeithen should receive his estate if his wife predeceased him. The plaintiffs argued the conditional bequest in the will mandates that LSA-C.C. art. 16972 be construed in conjunction with the codal articles on seizin to conclude that Dr. McKeithen should be deemed to have “survived” the testator. The plaintiffs contend that by this fiction Dr. McKeithen became seized of Barton’s estate upon Barton’s death and thus the Barton estate was transmitted to the heirs of McKeithen. The plaintiffs therefore contend there exists a genuine issue of fact. The defendants argued that there was no need to go beyond the face of the will to determine the testator’s intent as there was no ambiguity in the will and that this was a simple case of the prior death of the universal legatee causing a legacy to lapse.

The trial court agreed with the defendants and sustained the motion. Judgment was rendered dismissing plaintiffs’ suit with prejudice and ordering the notice of lis pendens cancelled.

The plaintiffs have appealed and the defendants have answered.

Plaintiffs’ assignment of error asserts that the trial court was clearly wrong in granting defendants’ motion for summary judgment and presents the following issues for decision:

(1) Are the terms of the last will and testament ambiguous so that extrinsic evidence is admissible to establish the testator’s intent?
(2) Do the codal articles on seizin operate to give the plaintiffs a right to benefit [124]*124from the fulfillment of the conditional bequest where the legatee dies before the testator and prior to the occurrence of the condition?

The defendants have answered asserting that this court should award them $500 in attorney fees as damages for a frivolous appeal.

We affirm the judgment and reject the defendants’ contention that this appeal is frivolous.

LAW ON INTERPRETING TESTAMENTS AND ESTABLISHING THE INTENT OF TESTATORS

The court shall determine and carry out the intent of the testator if it can be ascertained from the language of a will without departing from the proper significance of the terms of the testament. Succession of Farr, 421 So.2d 941 (La.App. 1st Cir.1982), affirmed, 449 So.2d 433 (La.1983). In determining the testator’s intent, the central question is not that which the testator meant to say but that which he meant by what he said. Bulliard v. Bulliard, 363 So.2d 1343 (La.App. 3d Cir.1978), writ den., 365 So.2d 244 (La.1978). Where there is no ambiguity in the wording of a will there is no legal basis for a reconstruction of its meaning or for considering extrinsic evidence of the testator’s intent. Matter of Moore, 353 So.2d 353 (La.App. 1st Cir. 1977), writ den., 354 So.2d 1382 (La.1978); Succession of Cardone, 271 So.2d 338 (La. App. 2d Cir.1972), writ den., 273 So.2d 300 (La.1978); LSA-C.C. art. 1712.

The plaintiffs do not challenge the validity of the will nor do they question any particular words, phrases or passages as being ambiguous. They do not assert that there is any question as to the identity of the legatee. Their sole argument is that the true intent of the testator was for his estate eventually to vest by testament in the family of Dr. McKeithen. They support this belief by several affidavits submitted at the hearing on the motion for summary judgment.

We conclude that Barton W. Stone’s last will and testament is clear and presents no ambiguity whatsoever.3 The plaintiffs have no claim to the estate of the decedent because the testator did not state in his will that they were to receive it in the event he was predeceased by Dr. McKeithen. The unambiguous nature of the testament compels the conclusion that the will must be interpreted as written. No extrinsic evidence can be considered to vary the fact that the testator named only Dr. McKeithen to be the recipient of the conditional bequest and because Dr. McKeithen predeceased the testator the bequest to Dr. McKeithen lapsed. See Matter of Moore, supra.

[125]*125“A testamentary disposition becomes without effect if the person instituted or the legatee does not survive the testator.” LSA-C.C. art. 1697.

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Related

State v. Laconco, Inc.
430 So. 2d 1376 (Louisiana Court of Appeal, 1983)
Bulliard v. Bulliard
363 So. 2d 1343 (Louisiana Court of Appeal, 1978)
Baten v. Taylor
386 So. 2d 333 (Supreme Court of Louisiana, 1979)
Gunderson v. Libbey Glass
412 So. 2d 656 (Louisiana Court of Appeal, 1982)
Matter of Succession of Farr
421 So. 2d 941 (Louisiana Court of Appeal, 1982)
Campbell v. Pickering
271 So. 2d 338 (Louisiana Court of Appeal, 1972)
In re the Succession of Moore
353 So. 2d 353 (Louisiana Court of Appeal, 1977)
In re the Succession of Farr
449 So. 2d 433 (Supreme Court of Louisiana, 1983)

Cite This Page — Counsel Stack

Bluebook (online)
485 So. 2d 122, 1986 La. App. LEXIS 6241, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mckeithen-v-hogan-lactapp-1986.